Medtronic plc (NYSE:MDT) Q2 2023 Earnings Conference Call November 22, 2022 8:00 AM ET Company Participants Ryan Weispfenning - Vice President and Head, Investor Relations Geoff Martha - Chairman and Chief Executive Officer Karen Parkhill - Chief Financial Officer Brad Welnick - Investor Relations Que Dallara - Executive Vice President and President, Diabetes Operating Unit Sean Salmon - Executive Vice President and President, Cardiovascular Portfolio Brett Wall - Executive Vice President and President, Neu ...

Medtronic plc (NYSE:MDT) Bank of America Global Healthcare Conference 2022 September 15, 2022 9:10 AM ET Company Participants Rob ten Hoedt - Executive Vice President & President EMEA & APAC Conference Call Participants Travis Steed - Bank of America Rob ten Hoedt [Call Starts Abruptly] That is the de novo patients plus the deferred patients should all be treated, then we're going to get this increase in productivity. That happened in Spain and Italy but it didn't in France, in the UK and in Germany. So th ...

Medtronic plc (NYSE:MDT) Conference Call Summary Industry Overview - The conference was part of the Morgan Stanley 20th Annual Global Healthcare Conference held on September 12, 2022, focusing on the medical technology sector, specifically Medtronic plc. Key Points and Arguments Market Dynamics - Staffing issues in the healthcare sector are improving, nearing pre-pandemic levels for most procedures, although some areas still lag behind [3][4] - Supply chain challenges, particularly with plastics, resins, and semiconductors, are showing signs of improvement, although semiconductor issues may persist longer [3][4] Capital and Revenue - Capital expenditure remains a small portion of revenue, tied to profitable procedures, with a healthy capital environment observed [6] - Medtronic is focusing on capital allocation to higher growth areas across its 20 operating units [8] Business Optimization - The company is decentralizing operations to enhance innovation and performance accountability, which has exceeded expectations [10] - Medtronic is leveraging its scale by focusing on strategic customers, technology platforms, and centralizing its supply chain [12] Direct-to-Consumer (DTC) Strategy - Medtronic is shifting towards a consumer-focused approach, particularly in diabetes and renal denervation (RDN) markets, to drive patient awareness and engagement [17][18] M&A and Portfolio Management - The company is actively managing its portfolio through acquisitions and divestitures, focusing on higher growth segments and optimizing capital allocation [20][21] - Recent acquisitions, such as Affera, are aimed at enhancing Medtronic's cardiac ablation solutions [22][23] Research and Development Focus - Key areas of investment include robotics (HUGO), atrial fibrillation (AFIB), structural heart, and diabetes, with a focus on innovative solutions and market leadership [25][26] Pricing Power and Inflation - Medtronic is experiencing a shift towards positive pricing power, with efforts to manage costs and improve margins despite inflationary pressures [34][36] Product Development and Ecosystem - The company is enhancing its surgical robotics ecosystem, focusing on integrating digital surgery platforms and improving the overall offering [42][45] Sales Strategy and Market Rollout - Medtronic plans to leverage its existing interventional cardiology sales force for the rollout of new products, ensuring efficient training and integration into current operations [50][51] Additional Important Insights - The company is focusing on building a more performance-based culture through revised incentives tied to growth and market share [10] - Medtronic is exploring creative structures for venture investments to mitigate risks associated with new acquisitions [22] - The company is committed to reducing the number of suppliers to enhance cost efficiency in its supply chain [36] This summary encapsulates the key discussions and strategic directions outlined during the conference call, highlighting Medtronic's focus on innovation, market dynamics, and operational efficiency in the medical technology sector.

Medtronic plc (NYSE:MDT) 2022 Wells Fargo Healthcare Conference Call September 7, 2022 11:35 AM ET Company Participants Karen Parkhill - Executive Vice President and Chief Financial Officer Gregory Hertz - Senior Director of Investor Relations Conference Call Participants Lawrence Biegelsen - Wells Fargo Securities, LLC Lawrence Biegelsen All right. Good morning. I'm Larry Biegelsen, the Medical Device analyst at Wells Fargo. And it's my pleasure to host this session with Medtronic. With us we have, Karen P ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q ☒ QUARTERLY REPORT UNDER SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 29, 2022 ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934. For the transition period from __________ to __________ Commission File Number 001-36820 ® Medtronic plc (Exact name of registrant as specified in its charter) Ireland 98-1183488 (State of incorporation) (I.R.S. ...

Medtronic plc (NYSE:MDT) Q1 2023 Earnings Conference Call August 23, 2022 8:00 AM ET Company Participants Ryan Weispfenning - VP and Head, IR Geoff Martha - Chairman and CEO Karen Parkhill - CFO Sean Salmon - EVP and President, Cardiovascular Portfolio Bob White - EVP and President, Medical Surgical Portfolio Brett Wall - EVP and President, Neuroscience Portfolio Que Dallara - EVP and President, Diabetes Operating Unit Conference Call Participants Robbie Marcus - JPMorgan Vijay Kumar - Evercore ISI Travis S ...